US-FL-St. Petersburg-Saint Petersburg
Virtual Financial Advisor - Annuities-2400134
Description
Job Summary
Under limited supervision, uses specialized knowledge and skills obtained through experience, specialized training or certification to provide all levels of financial services in a team environment to associates or clients of the company by combining the traditional roles of the Financial Advisor, Service Associate and Annuity Specialist. The ideal candidate will have a passion of providing excellent customer experience to our annuity contract owners and financial advisors of the firm. The person in this position must understand variable annuity products and have the ability to communicate post issue product details across the organization. This associate is also responsible for coordinating and communicating with carriers on various annuity requests as necessary. Fosters and assists in the development of relationships with existing and new clients in a call center environment. Assists associates or clients over the phone on a non-advisory basis by executing unsolicited orders and offering guidance in relation to other associated sales practice activities and requirements. Guidance provided to perform varied work that is somewhat difficult in character requiring some evaluation, originality and ingenuity to make moderately complex decisions.
Hybrid work environment. In office scheduled days per week.
Essential Duties and Responsibilities
Perform review of annuity applications and requirements.
Qualifications
Knowledge, Skills, and Abilities
Advanced Knowledge of
Post issue product details spanning various annuity products.
Skill in
Communicating detailed information provided by insurance company to clearly provide financial advisors and clients with status and course of action.
Ability to
Use effective oral and written communication skills sufficient enough to interact effectively and guide clients, financial advisors, and back office staff on various operational issues.
Educational/Previous Experience Requirements
Bachelor's Degree (B.A. / B.S.) in a related discipline and a minimum of four (4) years of experience in the financial services industry.
Licenses/Certifications
SIE required provided that an exemption or grandfathering cannot be applied.
Raymond James Guiding BehaviorsAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firms core values of client-first, integrity, independence and a conservative, long-term view.We expect our associates at all levels toAt Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Job
Investment Management
Primary Location
US-FL-St. Petersburg-Saint Petersburg
Other Locations
US-TN-Memphis-Memphis
Organization
Private Client Group
Schedule
Full-time
Shift
Day Job
Travel
Yes, 10 % of the TimeEligible for Discretionary BonusYes#LI-JM1